Our Services

Explore our services below and see how we’re redefining what tax support should look like.

Business Services

Essential

Bookkeeping

  • Dedicated monthly bookkeeping
  • Year-end tax-ready P&L and reports
  • Includes 1099 contractor reporting

$179

Monthly

Advanced

Accounting Solutions

  • Annual business & personal tax filing
  • Ongoing tax plan implementation
  • Preparation of entity & owner returns

$249

Monthly

Pro

Tax prep (personal & individual) + Payroll

  • Certified tax accountant (CPA/EA)
  • 72-hour turnaround from upload
  • Direct deposit refund included

$349

Per Return

Elite

AI Strategy + Consulting

  • Custom AI-driven tax strategy
  • Thousands of options tested via automation
  • Designed to minimize liability + maximize savings

$4,499

One Time

Additional Services

Tax Strategy Documentation & Implementation $149 Monthly
Payroll Software & Processing $99 Per Period
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Individual Services

Basic

Individual Tax Return

  • Federal 1040 (W-2 only)
  • E-file + digital copy
  • Free audit protection (limited)

$199

Flat Rate

Standard

Itemized & State

  • Everything in Basic
  • Itemized deductions (Schedule A)
  • 1 state return
  • 48–72 hr turnaround

$279

Flat Rate

Premium

Self-Employed & Strategy

  • Everything in Standard
  • Self-employment income (Schedule C)
  • Tax optimization review
  • Year-round email access to tax pro

$379

Flat Rate

Add-Ons

Additional state return $29
One-on-one review call (15 min) $49
Full tax planning consultation (Lite) $19
Full tax planning consultation (Comprehensive) $149
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